Automated Setup & Reporting

Overview

The Automated Setup and Reporting tools can be used to summarize data and create reports, publish, configure, and share items to an ArcGIS organization using a Python script and JSON configuration files. These tools can be used to automate the creation of reports and sharing of feature services, maps, web applications, and operational dashboards. This automation of items is useful for organizations as they move from a development to staging to production, for developers to create multiple maps for testing scenarios, and for the creation of multiple maps with slight differences (such as a filter).

Map service hosting

Application hosting

ArcGIS Online, or

ArcGIS Enterprise 10.5 - 10.6, or

Portal for ArcGIS 10.4

What you get

The Automated Setup tools are available with any of the ArcGIS Solutions that use these tools. However, if you would like to configure the tools for your own workflows and data, the Python libraries are available to download from GitHub:

What's new

Below are the release dates and notes for Automated Setup & Reporting.

Date

Description

June 2017

Solution Report Tools

Support for ArcGIS 10.5.

A resolution to a bug in which using a custom length field in the report summary would result in incorrect results. When reporting on a custom length field, values can now be proportionally split when setting the new reclass report parameter, AdjustCountField, to true (BUG-000100918).

A new parameter in the reclass report configuration, ReportAreasOverlap, which reports when a feature is split and the sum of the parts do not equal the original feature length. The logic is similar to the Pairwise Intersect tool, which results in faster processing.

A new parameter in the reclass report configuration, ReclassType, which determines how features that span multiple reporting areas will be summarized.

February 2016

Automated Setup

Updated to version 3.5.3 of ArcREST

Support for Python 2 and 3

ArcPy is now optional, but required for certain operations

Numerous bugs and improvements

New install routine

Note

Running the install will create a series of folders (ArcREST.egg-info, build, dist), these can be deleted once the install process completes.

Solution Report Tools

Updated to version 1.2 of Solution Report Tools

The ability to specify a final expression for each field.

August 2015

Updated to version 3 of ArcREST, which includes support for additional authentication modes

Redesign of the ArcRESTHelper routines to streamline functions

July 2015

Solution Report Tools

Numerous bug fixes

Automated Setup

Numerous bug fixes

New security handler that utilizes ArcMap's and ArcCatalog's organization credentials.

May 2015

Solution Report Tools

Report libraries moved to a new package and separated from ArcRESTHelper

Option to use ArcMap expression for the reclass map

New option to update report data instead of overwriting it

New data section and preprocessing section to export data from source GDB to file GDB and run preconfigured models to create required report inputs

ReportingAreas and ReportingAreasIDField moved to ReportDetails section

PublishData added to PublishingDetails section to allow the user to quickly bypass this entire section

EnableEditTracking & Capabilities parameters in FeatureServices has been replaced with the Definition section

RunReport added to ReportDetails section to allow the user to quickly bypass this entire section

Data added to ReportDetails to centrally define the data layers

Data parameter in each report now uses a value from the RunReports Data section instead of path to data

CSVOutputLocation added to ReportDetails to allow a merged CSV file result from selected reports

ExportDataLocally added to ReportDetails to copy the data from the data section to a local GDB before running the reports

TempExportLocation added to ReportDetails. Specify the path to a File GDB when you set ExportDataLocally to True

SchemaGDB & ResultsGDB sections added to ReportDetails to remove the redundant list of database in each report

ReportResultSchema & ReportResult in each report section list the layer location in the database defined in SchemaGDB and ResultGDB

ReportMerge added to each report to append results after each run instead of overwriting output

Automated Setup

ArcREST Helper is now included with ArcREST

Config file schema changes

PublishData added to PublishingDetails section to allow the user to quickly bypass this entire section

EnableEditTracking & Capabilities parameters in FeatureServices has been replaced with the Definition section

December 2014

Latest versions of the ArcREST and ArcREST Helper tools

Config files schema changes

FeatureService section to FeatureServices

Login info only defined in the GlobalLoginInfo file

EnableEditTracking parameter added to FeatureServices section

UpdateItemContent changes to UpdateService in MapDetails

Portal in login section changed to Orgurl

ExistingService change to ExistingServices

ExistingServices ReportResult tag changes to FeatureClass

ReplaceTag added to section

ReplaceInfo Section now uses the following three parameters, SearchString, ReplaceString and ReplaceType

August 2014

First release of Automated Setup & Reporting

Known issues

The automated setup uses ArcREST, which does not support application and enterprise logins.

When publishing to Portal for ArcGIS, the Hosting Server must use an ArcGIS Data Store as a managed geodatabase.

When publishing to Portal for ArcGIS with an ArcGIS Data Store Hosting Server, field names will be auto converted to lowercase. The tools will update the maps created, but apps are not updated to handle this conversion.

The script is delivered using relative paths. To use this without changing to absolute paths, you need to have python.exe as the default file extension for .py files and the path to Python in your systems path variable.